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John Slack
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Finance
Consumer Services
Profile
John Slack worked as a Research Associate at Citigroup Global Markets, Inc. and as a Principal at PaineWebber, Inc. He also worked as a Senior Vice President at Caris & Co., Inc. and as an Analyst at Morningstar Investment Management LLC.
Mr. Slack received his undergraduate degree from Hamilton College (New York) and his MBA from the University of Michigan.
Former positions of John Slack
| Companies | Position | End |
|---|---|---|
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Caris & Co., Inc.
 Caris & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Analyst-Equity | - |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Corporate Officer/Principal | - |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of John Slack
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hamilton College (New York)
 Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Caris & Co., Inc.
Caris & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
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